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Apr 24, 2013
04/13
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remember, the stocks that are consistently working in this environment belong to companies that benefit from moderating commodity costs and can continue to raise or at least maintain prices on their customers. meanwhile, the company is doing very well. kimberly-clark just reported on friday and they delivered a three cent earnings beat on $1.33 basis courtesy of solid organic sales, terrific growth and improving margins. plus the company also raised its guidance for the full year and on top of that, kimberly-clark pays a healthy dividend which yields 3%, and they have been a serial increaser. can this stock keep outperforming like it's been doing despite the fact that many analysts don't think it can? let's talk to tom faulk chairman and ceo to hear more about the quarter and what comes next. mr. faulk, welcome to "mad money." >> boo-yah, jim. how is it going? >> going really well. thank you, tom. great to have you on the show. >> jim, let me tell you, your set has never looked better. you've got the finest products in the world there, and we hope you love the "mad money" kleenex. we ma
remember, the stocks that are consistently working in this environment belong to companies that benefit from moderating commodity costs and can continue to raise or at least maintain prices on their customers. meanwhile, the company is doing very well. kimberly-clark just reported on friday and they delivered a three cent earnings beat on $1.33 basis courtesy of solid organic sales, terrific growth and improving margins. plus the company also raised its guidance for the full year and on top of...
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475
Apr 23, 2013
04/13
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we want to save the environment. everybody wants to save the environment. up to 20% of your energy bills at the same time. here's the opportunity. try the world's first learning thermostat. for those who don't know about nest this is one of the very cool products out there. you say you're about to buy one. >> yeah. i like the fact that it learns. it knows what your tendencies are. it's 70 degrees. it goes to 63 at night. you don't have to mess with it. it's less work. >> you're teaming up with energy companies. >> what is learning thermostat? what we do is we watch your patterns. you just turn it up at night, turn it down to when you go to work and what have you. through those patterns, after three or four days, we have learned your schedule. and we program it. so you don't have to program the thermostat yourself. only 11% of the quarter billion thermostats are actually programmed to save any energy because they're too difficult to use. so we just learned based on the adjustments. >> it learns by the temperature you put in. it might have a sensors and knows
we want to save the environment. everybody wants to save the environment. up to 20% of your energy bills at the same time. here's the opportunity. try the world's first learning thermostat. for those who don't know about nest this is one of the very cool products out there. you say you're about to buy one. >> yeah. i like the fact that it learns. it knows what your tendencies are. it's 70 degrees. it goes to 63 at night. you don't have to mess with it. it's less work. >> you're...
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Apr 18, 2013
04/13
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it looks like the chief of production goals from unconventional shell plays, i think the environment going forward has never looked brighter for u.s. infrastructure. >> i think et was yesterday someone said nat gas is the new safe haven, suddenly this is start to go look a little more price afforded. any view on that? >> i think that dmodty prices, a broader view, i think that peak energy, we believe in just the opposite at yorkville. we think energy prices will probably be the growth driver of the global economy. it has a lot of implications. it's very good for the u.s. and our consumers. it's very good for china. >> you say peak energy in terms of we're going to see declines -- >> i think we're going to see stability. the new energy supplies coming online are more expensive to extract from the ground, so you're not going to get back to $20 a barrel oil in our lifetime. but this $80 to $11 is 00, peaking at $120 dropping to $60 is probably a new range in the u.s. i see natural gas, it's at 350 right now, roughly, $4 to $6 range, $16 in japan, mid teen prices in germany. that's givin
it looks like the chief of production goals from unconventional shell plays, i think the environment going forward has never looked brighter for u.s. infrastructure. >> i think et was yesterday someone said nat gas is the new safe haven, suddenly this is start to go look a little more price afforded. any view on that? >> i think that dmodty prices, a broader view, i think that peak energy, we believe in just the opposite at yorkville. we think energy prices will probably be the...
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Apr 22, 2013
04/13
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so it's hard to see the global economy breaking out of the slow to modest growth environment. interest rates we think will stay pretty low. that overall is a reasonably attractive back drop for companies to deliver okay earnings growth. and so we can take earnings disappointments as long as it's minor. but as you say, it is a gdp and an earnings cliff, then we return to late '07/'08 type markets. we don't think it's going to happen, though. >> jonathan, it's ross here. what would you describe as okay earnings growth? >> well, i mean, okay in the context of the last six to nine months has been earnings estimates coming down week after week after week after week. the aggregate impact of that, though, is that european earnings growth expectations for 2012, remember those numbers are not finalized until we see the full years coming in the first part of this year. analyst expectations started last year around plus 10% and then our minus 3%. that's quite a big shift down when you put that into context of what we saw in 2008 where the earnings estimates went from plus 20 to minus 50%
so it's hard to see the global economy breaking out of the slow to modest growth environment. interest rates we think will stay pretty low. that overall is a reasonably attractive back drop for companies to deliver okay earnings growth. and so we can take earnings disappointments as long as it's minor. but as you say, it is a gdp and an earnings cliff, then we return to late '07/'08 type markets. we don't think it's going to happen, though. >> jonathan, it's ross here. what would you...
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Apr 24, 2013
04/13
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it's been a different environment. >> chief investment strategist at blackrock. i heard you got a table near a waiter the other day, is that true? >> they've moved me aly bit away from the men's room. that's an improvement. >> that's good. i think we're 1% off the highs again, russ. would you call last week, all these people that wrote in and said, kernan, see the correction. we got what was it? 2.5% correction. that doesn't count as a correction. it's another blip, still going up. >> it was a blip. again, that doesn't mean we're not going to see a more significant correction. >> i know. >> you're right. the reality is there's a lot of money coming into the markets. it's so far been very u.s.-focused. if you look at the rally, looks very different from the united states than it does from anywhere else. but at least in this country, there's still a lot of money coming off the sidelines and so far, none of the issues whether they've been economic or in europe have been enough to disrupt those flows. >> my only point was you take 2,000 points and if you've got peopl
it's been a different environment. >> chief investment strategist at blackrock. i heard you got a table near a waiter the other day, is that true? >> they've moved me aly bit away from the men's room. that's an improvement. >> that's good. i think we're 1% off the highs again, russ. would you call last week, all these people that wrote in and said, kernan, see the correction. we got what was it? 2.5% correction. that doesn't count as a correction. it's another blip, still...
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Apr 23, 2013
04/13
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we act in an environment where we have large export content. so the world is our market, basical basically, more than europe. >> okay. we'll leave it there. jan erik back. thank you very much. >>> apple will report results today amid the company's free fall in stocks in recent weeks. analysts expect apple will post its year on year decline in a decade. revenue is expected to hit a record but with growth of only on 8% for sales which will be one of the weakest increases in several quarters. the company is hurt by soft demand for the iphone and lower profit margins on the ipad. apple closed about $398 on monday. the stock is down 42% since hitting a record high over $700 in september. so will the company's results leave a sour taste with investors? we'll preview the tech giant's earnings with the editor in about 15 minutes' time. >>> meanwhile, netflix's first quarter profits easily beat forecasts as they reported solid subscriber growth. the company added 2 million new customers for its $8 a month streaming service. the company expects subscribe
we act in an environment where we have large export content. so the world is our market, basical basically, more than europe. >> okay. we'll leave it there. jan erik back. thank you very much. >>> apple will report results today amid the company's free fall in stocks in recent weeks. analysts expect apple will post its year on year decline in a decade. revenue is expected to hit a record but with growth of only on 8% for sales which will be one of the weakest increases in several...